Whom We Help
Statistically speaking, the average non-smoking couple that retires at 62 should plan for a 30 year long joint retirement. Over that 30 year period, we can expect the cost of living to go up by approximately 250%. This means that retirees will need a growing source of income in retirement. The traditional fixed income strategy that worked in the past is no longer as effective with today's longer life
expectancies.To address this challenge, the investment strategy must be designed to protect your income against the constantly rising cost of living. It also must account for any of the goals you have regarding passing wealth on to the next generation or charity.
We can help you address these challenges along with others, such as social security claiming and/or pension strategies, how to minimize lifetime taxes and the most tax efficient way to pass wealth to the next generation or charity.